Upexi Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqCM:UPXI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Mar 24BuyUS$36,566Allan MarshallIndividual64,150US$0.57
11 Mar 24BuyUS$8,174Allan MarshallIndividual13,623US$0.60
05 Mar 24BuyUS$72,109Allan MarshallIndividual103,013US$0.70
15 Dec 23BuyUS$8,213Allan MarshallIndividual8,381US$0.98
14 Dec 23BuyUS$4,127Allan MarshallIndividual4,535US$0.91
07 Dec 23BuyUS$84,952Allan MarshallIndividual90,001US$0.94
05 Dec 23BuyUS$16,294Allan MarshallIndividual19,296US$0.84
04 Dec 23BuyUS$24,359Allan MarshallIndividual34,178US$0.71
28 Jun 23BuyUS$188,783Allan MarshallIndividual79,945US$2.43
22 May 23BuyUS$77,739Allan MarshallIndividual22,776US$3.41

Insider Trading Volume

Insider Buying: UPXI insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of UPXI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies5,6710.0271%
Institutions1,180,6995.65%
Individual Insiders6,857,99232.8%
General Public12,845,02261.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 16.3%.


Top Shareholders

Top 25 shareholders own 38.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.1%
Allan Marshall
2,939,654US$1.4m6.23%no data
11.7%
Eugene Salkind
2,447,385US$1.2m0%no data
5.45%
Jeffrey Bishop
1,137,619US$550.6k0%no data
2.05%
Team Hewins, LLC
428,254US$207.3k0%0.03%
1.46%
Andrew Norstrud
305,556US$147.9k0%no data
1.36%
The Vanguard Group, Inc.
283,138US$137.0k5.49%no data
1.03%
HighTower Advisors, LLC
214,221US$103.7k0%no data
0.43%
Geode Capital Management, LLC
89,030US$43.1k0%no data
0.17%
Squarepoint OPS LLC
34,814US$16.9k23.5%no data
0.17%
Victory Capital Management Inc.
34,553US$16.7k2,230%no data
0.13%
Lawrence Dugan
27,778US$13.4k0%no data
0.11%
BlackRock, Inc.
23,004US$11.1k-1.19%no data
0.081%
State Street Global Advisors, Inc.
16,865US$8.2k0%no data
0.076%
Northern Trust Global Investments
15,950US$7.7k0%no data
0.062%
Warberg Asset Management LLC
13,000US$6.3k-24.4%0.04%
0.059%
XTX Holdings Limited, Asset Management Arm
12,385US$6.0k0%no data
0.051%
Renaissance Technologies LLC
10,700US$5.2k0%no data
0.027%
Tower Research Capital LLC
5,671US$2.7k18.2%no data
0.011%
RFP Financial Group, LLC
2,222US$1.1k0%no data
0.0061%
Lord, Abbett & Co. LLC
1,277US$617.70%no data
0.0044%
Simplex Trading, LLC, Asset Management Arm
913US$441.80%no data
0.00082%
Royal Bank of Canada, Banking & Securities Investments
171US$82.91,450%no data
0.00046%
Wells Fargo & Company, Private Banking and Investment Banking Arm
96US$46.518.5%no data
0.00031%
Manulife Asset Management
65US$31.30%no data
0.00011%
JPMorgan Chase & Co, Brokerage and Securities Investments
23US$11.176.9%no data
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